See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,413 | $53,127+100.3% | $86,590+22.9% | $70,131+51.7% |
| Participation rate | 81.1% | 65.3%+15.8pp | 73.5%+7.5pp | 69.5%+11.5pp |
| Annual return | 12.09% | 27.66%-15.6pp | 964.84%-952.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $3,103 | $2,068+50.1% | $2,839+9.3% | $2,342+32.5% |
| Participant deferral / active EE | $5,393 | $2,696+100.1% | $3,609+49.5% | $3,332+61.9% |
| Admin fee / account holder | $6 | $3,585-99.8% | $4,906-99.9% | $4,645-99.9% |